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Microsoft
MSFT

Overview Fund Activity

2,094 hedge funds and large institutions have $236B invested in Microsoft in 2015 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 930 increasing their positions, 897 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,094
Holders Change
-53
Holders Change %
-2.47%
% of All Funds
55.85%
Holding in Top 10
544
Holding in Top 10 Change
-161
Holding in Top 10 Change %
-22.84%
% of All Funds
14.51%
New
93
Increased
930
Reduced
897
Closed
124
Calls
$3.02B
Puts
$3.21B
Net Calls
-$186M
Net Calls Change
+$980M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$18.9B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.5B
3
HSBC Holdings
HSBC Holdings
United Kingdom
$1.45B
4
Harris Associates
Harris Associates
Illinois
$821M
5
Capital World Investors
Capital World Investors
California
$14.5B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$6.85B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$5.63B
3
State Street
State Street
Massachusetts
$13.6B
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$829M
5
CWG
C WorldWide Group
Denmark
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
176
Scharf Investments
California
$179M +$40.1M +987,405 +29%
RRAM
177
River Road Asset Management
Kentucky
$178M +$12.2M +300,773 +7%
MG
178
Meritage Group
California
$174M +$174M +4,288,685 New
FI
179
Focused Investors
California
$174M +$22.4M +551,300 +15%
NFA
180
Nationwide Fund Advisors
Ohio
$174M -$28.2M -693,876 -14%
SOMRS
181
State of Michigan Retirement System
Michigan
$169M -$3.42M -84,100 -2%
BG
182
Bahl & Gaynor
Ohio
$169M +$5.45M +134,162 +3%
SSM
183
Sound Shore Management
Connecticut
$166M +$25.3M +621,597 +18%
AIG
184
American International Group
New York
$165M +$8.22M +202,255 +5%
KeyBank National Association
185
KeyBank National Association
Ohio
$163M -$456K -11,206 -0.3%
Public Employees Retirement Association of Colorado
186
Public Employees Retirement Association of Colorado
Colorado
$162M -$1.09M -26,887 -0.7%
Korea Investment Corp
187
Korea Investment Corp
South Korea
$161M -$10M -246,200 -6%
BIP
188
Brandes Investment Partners
California
$159M -$772K -18,998 -0.5%
Stifel Financial
189
Stifel Financial
Missouri
$158M +$4.61M +113,421 +3%
HCM
190
Herndon Capital Management
Georgia
$157M -$20.4M -502,413 -11%
Nuveen Asset Management
191
Nuveen Asset Management
Illinois
$156M -$14.1M -346,462 -8%
BCIM
192
British Columbia Investment Management
British Columbia, Canada
$156M -$7.25M -178,302 -4%
CCM
193
Causeway Capital Management
California
$155M -$20.5M -376,041 -12%
State of Tennessee, Department of Treasury
194
State of Tennessee, Department of Treasury
Tennessee
$154M -$63.3M -1,557,401 -29%
UIM
195
USS Investment Management
United Kingdom
$149M – – –
SBAM
196
Santa Barbara Asset Management
California
$147M +$6.59M +162,034 +5%
CIBC Private Wealth Group
197
CIBC Private Wealth Group
Georgia
$144M +$13.6M +333,351 +10%
NI
198
Numeric Investors
Massachusetts
$139M +$7.3M +179,500 +6%
Massachusetts Financial Services
199
Massachusetts Financial Services
Massachusetts
$138M -$3.77M -92,802 -3%
SAS
200
Sarbit Advisory Services
Manitoba, Canada
$138M +$3.25M +63,100 +2%
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